RHS Financial
IEFA icon

RHS Financial’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

RHS Financial’s Portfolio IEFA Stock Details IEFA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$912K Buy
9,413
+2,149
+30% +$212K 0.31% 73
2026
Q2 		$702K Buy
7,264
+3,251
+81% +$312K 0.28% 71
2026
Q1 		$363K Sell
4,013
-524
-12% -$48.9K 0.17% 102
2025
Q4 		$406K Sell
4,537
-428
-9% -$37.8K 0.2% 77
2025
Q3 		$433K Sell
4,965
-1,589
-24% -$135K 0.22% 73
2025
Q2 		$547K Sell
6,554
-9,425
-59% -$748K 0.31% 60
2025
Q1 		$1.21M Sell
15,979
-11,984
-43% -$896K 0.68% 44
2024
Q4 		$1.97M Buy
27,963
+384
+1% +$28.3K 1.02% 29
2024
Q3 		$2.15M Buy
27,579
+1,132
+4% +$84.7K 1.08% 29
2024
Q2 		$1.92M Buy
26,447
+2,460
+10% +$181K 1.18% 28
2024
Q1 		$1.78M Buy
23,987
+1,979
+9% +$141K 1.04% 26
2023
Q4 		$1.55M Sell
22,008
-1,893
-8% -$125K 0.98% 26
2023
Q3 		$1.54M Buy
23,901
+4,950
+26% +$331K 1.08% 24
2023
Q2 		$1.28M Buy
18,951
+2,149
+13% +$146K 0.94% 32
2023
Q1 		$1.12M Buy
16,802
+1,046
+7% +$68.6K 0.85% 35
2022
Q4 		$971K Buy
15,756
+5,238
+50% +$308K 0.77% 35
2022
Q3 		$554K Buy
10,518
+2,076
+25% +$122K 0.49% 47
2022
Q2 		$497K Buy
8,442
+2,327
+38% +$149K 0.41% 49
2022
Q1 		$425K Buy
6,115
+2,771
+83% +$196K 0.31% 55
2021
Q4 		$250K Buy
+3,344
New +$251K 0.17% 76

Other funds holding IEFA

Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

RHS Financial's IEFA Position: Q3 2026 in Review

RHS Financial increased its iShares Core MSCI EAFE ETF (IEFA) stake by 30% in Q3 2026, buying an estimated $212K and bringing the position to 9,413 shares worth $912K. The position accounts for 0.31% of the portfolio, ranked #73.

RHS Financial first reported a position in IEFA in Q4 2021 and has held it in 20 quarters since. The position peaked at $2.15M in Q3 2024. 2,273 funds tracked by Wall St. Rank hold IEFA as of Q3 2026.

  • RHS Financial held 9,413 shares of iShares Core MSCI EAFE ETF worth $912K as of Q3 2026.
  • RHS Financial bought 2,149 iShares Core MSCI EAFE ETF shares in Q3 2026, an estimated $212K.
  • iShares Core MSCI EAFE ETF made up 0.31% of RHS Financial's portfolio in Q3 2026, its #73 holding.
  • RHS Financial first reported a position in iShares Core MSCI EAFE ETF in Q4 2021 and has held it in 20 quarters since.
  • RHS Financial's iShares Core MSCI EAFE ETF position peaked at $2.15M in Q3 2024.
  • 2,273 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q3 2026.

Based on RHS Financial's 13F filing for Q3 2026, filed 13 Oct 2026.